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NEW CAPITAL MANAGEMENT, LP
CRD 131658 · SEC 801-63295
3355 WEST ALABAMA STREET, SUITE 275, HOUSTON, TX, 77098, United States
Phone
713-874-1444
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$533.5M
Discretionary AUM
$520.5M
Team
5 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Partnership
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminarsLIFE PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $19.6M |
| High net worth individuals | 90 | $506.7M |
| Charitable organizations | 2 | $5.5M |
| Corporations/business entities | 2 | $1.8M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD